Active churning of mutual fund schemes is a sales strategy, not a wealth creation proposition.
  • July 27th, 2018
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Don’t just sell performance. It will not stay for ever.
  • July 4th, 2018
  • 0
Selling life insurance is not bad. Selling without understanding the clients need is.
  • March 30th, 2018
  • 0
If you sell right the first time, you would never need to sell again.
  • March 16th, 2018
  • 0
More client meetings will help you handling their objections better.
  • December 20th, 2017
  • 0
Hot money will leave you cold in this business.
  • December 12th, 2017
  • 0
Put discipline in your work. Your output will double.
  • November 29th, 2017
  • 0
One relationship can handle no more than 200 active clients. Choose clients wisely.
  • November 13th, 2017
  • 0
Stop doing non productive work and you will see your AUM growing.
  • October 18th, 2017
  • 1
Selling creates pressure. Advisory maintains your self respect.
  • October 17th, 2017
  • 0